证券记录 · 已归档季度
OPFI
OppFi Inc. · Financial Services · Financial - Credit Services
71被追踪持有人
0Δ持有人
18.07M持有股份
$189.03M报告持仓市值
+1新建仓位
−1清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +4.6% · 净新建仓位 0.0% · 公式
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q4 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 22.64K | $13,033 | n/a | n/a |
| Q2 2026 | 66 | -4 | 17.41M | $172.40M | +5 | −10 |
| Q1 2026 | 73 | +2 | 16.45M | $126.69M | +8 | −6 |
| Q4 2025 | 71 | 0 | 18.07M | $189.03M | +1 | −1 |
| Q3 2025 | 17 | 0 | 11.35M | $128.56M | +1 | −2 |
| Q2 2025 | 15 | +3 | 6.86M | $96.03M | +3 | n/a |
| Q1 2025 | 9 | -1 | 2.83M | $26.29M | n/a | −1 |
| Q4 2024 | 10 | +1 | 3.20M | $24.53M | +1 | n/a |
| Q3 2024 | 8 | 0 | 1.63M | $7.72M | +1 | −1 |
| Q2 2024 | 8 | n/a | 1.52M | $5.14M | n/a | n/a |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 2.47M | +193.3% | $25.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | BlackRock ✦ (被动) | 1.99M | +9.7% | $20.80M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 3 | The Vanguard Group ✦ (被动) | 1.63M | +3.1% | $17.08M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 4 | UBS Group AG | 1.14M | n/a | $11.89M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 5 | Morgan Stanley ✦ | 900.66K | +7.3% | $9.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 6 | Nuveen, LLC | 754.04K | n/a | $7.89M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | JPMorgan Chase ✦ | 738.28K | -52.7% | $7.72M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 8 | Two Sigma Investments ✦ | 644.50K | -0.2% | $6.74M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 9 | Renaissance Technologies ✦ | 616.21K | -5.8% | $6.45M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 10 | Millennium Management ✦ | 610.35K | -43.3% | $6.38M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 11 | Geode Capital Management ✦ (被动) | 604.29K | +6.2% | $6.32M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 12 | Citadel Advisors ✦ | 569.01K | +52.7% | $5.95M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 13 | State Street Global Advisors ✦ (被动) | 533.30K | +12.9% | $5.58M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | Tudor Investment Corp Et Al | 522.12K | n/a | $5.46M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 492.56K | -26.7% | $5.15M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Dimensional Fund Advisors Lp | 284.14K | n/a | $2.97M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 17 | Principal Financial Group Inc | 267.68K | n/a | $2.80M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Jane Street Group, Llc | 259.21K | n/a | $2.71M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 19 | Bank Of America Corp /De/ | 252.62K | n/a | $2.64M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 20 | Point72 Asset Management ✦ | 209.84K | 新增 | $2.19M | 0.0% | New | 1 | SEC ↗ |
| 21 | LPL Financial LLC | 206.32K | n/a | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Northern Trust Corp | 190.43K | n/a | $1.99M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 23 | Victory Capital Management Inc | 168.16K | n/a | $1.76M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Squarepoint Ops LLC | 161.25K | n/a | $1.69M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Deutsche Bank Ag\ | 128.28K | n/a | $1.34M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Ameriprise Financial Inc | 95.57K | n/a | $999,631 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | First Trust Advisors Lp | 87.48K | n/a | $915,030 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Raymond James Financial Inc | 85.17K | n/a | $890,857 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Mackenzie Financial Corp | 82.04K | n/a | $886,734 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Charles Schwab Investment… | 83.32K | n/a | $871,559 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Federated Hermes, Inc. | 82.91K | n/a | $867,197 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Bank of New York Mellon Corp | 82.85K | n/a | $866,577 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 33 | Citigroup Inc | 78.03K | n/a | $816,204 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | Barclays Plc | 76.72K | n/a | $802,522 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Arrowstreet Capital ✦ | 68.70K | -57.2% | $718,560 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 36 | Bnp Paribas Financial Markets | 67.75K | n/a | $708,665 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Russell Investments Group, Ltd. | 65.96K | n/a | $689,971 | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 38 | American Century Companies Inc | 63.58K | n/a | $665,078 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Credit Agricole S A | 62.19K | n/a | $650,497 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Wells Fargo & Company/Mn | 62.10K | n/a | $649,618 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 41 | Allspring Global Investments… | 56.87K | n/a | $585,792 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 42 | Canada Pension Plan Investment Board | 53.10K | n/a | $555,426 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Invesco Ltd. | 48.58K | n/a | $508,147 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 44 | Osaic Holdings, Inc. | 47.27K | n/a | $494,452 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | AQR Capital Management ✦ | 44.02K | -17.1% | $460,443 | 0.0% | ▼ Trim | 7 | SEC ↗ ×4 |
| 46 | State Of Wisconsin Investment Board | 33.63K | n/a | $351,770 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Simplex Trading, Llc | 31.26K | n/a | $326,979 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Rhumbline Advisers | 31.06K | n/a | $324,918 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | HighTower Advisors, LLC | 28.10K | n/a | $293,926 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Man Group plc | 26.61K | n/a | $278,288 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Alliancebernstein L.P. | 26.19K | n/a | $273,947 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Universal- Beteiligungs- und… | 24.91K | n/a | $269,797 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Cetera Investment Advisers | 24.45K | n/a | $255,750 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Hsbc Holdings Plc | 22.54K | n/a | $238,698 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 55 | T. Rowe Price ✦ | 14.89K | +22.6% | $156,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Jones Financial Companies Lllp | 14.54K | n/a | $152,036 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 12.39K | n/a | $129,599 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Qube Research & Technologies Ltd | 11.61K | n/a | $121,409 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Peak6 Llc | 7.94K | n/a | $83,052 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 60 | Royal Bank Of Canada | 7.47K | n/a | $78,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 61 | Fidelity (FMR) ✦ | 3.04K | +90.7% | $31,816 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 62 | Legal & General Group Plc | 2.60K | n/a | $27,175 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | New York State Common Retirement… | 2.20K | n/a | $23,012 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | California State Teachers… | 1.64K | n/a | $17,196 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Rockefeller Capital Management L.P. | 1.00K | n/a | $10,460 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | TD Waterhouse Canada Inc. | 514 | n/a | $5,371 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Cwm, Llc | 367 | n/a | $4,000 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Wealth Enhancement Advisory… | 851 | n/a | $2,545 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Optiver Holding B.V. | 197 | n/a | $2,061 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Northwestern Mutual Wealth… | 88 | n/a | $920 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Pnc Financial Services Group, Inc. | 88 | n/a | $920 | 0.0% | n/c | 1 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| Point72 Asset Management | $2.19M | 0.0% |
已清仓
| Marshall Wace | $187,262 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 146 持有人, 18.85M 股份, $144.58M 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
公开市场买入 (P)
Sep 14
Schwartz Todd G.
Officer, Director, 10% owner · Chief Executive… · 1.94K 股 @ 7.80 · $15,125
Sep 11
Schwartz Todd G.
Officer, Director, 10% owner · Chief Executive… · 3.30K 股 @ 7.96 · $26,281
Sep 10
Schwartz Todd G.
Officer, Director, 10% owner · Chief Executive… · 3.35K 股 @ 7.56 · $25,314
Sep 09
Schwartz Todd G.
Officer, Director, 10% owner · Chief Executive… · 3.45K 股 @ 7.59 · $26,190
Sep 08
Schwartz Todd G.
Officer, Director, 10% owner · Chief Executive… · 3.48K 股 @ 7.41 · $25,737
Sep 04
Schwartz Todd G.
Officer, Director, 10% owner · Chief Executive… · 3.50K 股 @ 7.35 · $25,741
Sep 03
Schwartz Todd G.
Officer, Director, 10% owner · Chief Executive… · 3.45K 股 @ 7.33 · $25,305
Aug 31
Schwartz Todd G.
Officer, Director, 10% owner · Chief Executive… · 3.55K 股 @ 6.93 · $24,611
Aug 28
Schwartz Todd G.
Officer, Director, 10% owner · Chief Executive… · 3.50K 股 @ 7.15 · $25,018
Aug 27
Schwartz Todd G.
Officer, Director, 10% owner · Chief Executive… · 3.55K 股 @ 7.13 · $25,312
公开市场卖出 (S)
Sep 11
Johnson Pamela D.
Officer · 8.65K 股 · $69,365
Aug 26
McKay Christopher J.
Officer · 77.85K 股 · $558,800
Aug 19
Vennettilli David
Director · 28.48K 股 · $203,967
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
Aug 14
SC 13G/A: LMR Partners LLP
Aug 14
SC 13G/A: ARISTEIA CAPITAL, L.L.C.
Aug 13
SC 13G/A: WELLINGTON MANAGEMENT GROUP LLP
Aug 13
SC 13G/A: WELLINGTON TRUST Co N A
Jul 31
SC 13G/A: VANGUARD CAPITAL MANAGEMENT LLC
Jul 29
SC 13G/A: BlackRock, Inc.
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q4 2025 ·
方法论 ·
通过API获取此数据